Dowling & Yahnke’s iShares US Real Estate ETF IYR Stock Holding History

Dowling & Yahnke’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-456	Closed	-$42K	–	352
2019 Q4	$42K	Buy	+456	New	+$42.3K	﹤0.01%	323

Other funds holding IYR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Dowling & Yahnke's IYR Position: Q1 2020 in Review

Dowling & Yahnke sold out of iShares US Real Estate ETF (IYR) in Q1 2020, closing a stake of 456 shares — an estimated $42K sold.

Dowling & Yahnke first reported a position in IYR in Q4 2019 and held it in 1 quarter. The position peaked at $42K in Q4 2019. 447 funds tracked by Wall St. Rank hold IYR as of Q1 2020.

Dowling & Yahnke reported no remaining iShares US Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Dowling & Yahnke sold 456 iShares US Real Estate ETF shares in Q1 2020, an estimated $42K.
Dowling & Yahnke first reported a position in iShares US Real Estate ETF in Q4 2019 and held it in 1 quarter.
Dowling & Yahnke's iShares US Real Estate ETF position peaked at $42K in Q4 2019.
447 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.